> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/email-and-communication/email-settings/how-to-create-an-email-template.md). # Create an Email Template Create reusable email templates for estimates, invoices, and work orders with placeholders that auto-populate customer information. Email templates in PaintScout are reusable messages for sending estimates, invoices, and work orders. They support placeholders that auto-populate customer and company information. ➡️ **Skip to the 0:16 timestamp in the video below.** {% embed url="" %} 1\. Click the person icon in the top right of your page and go to your **Account Settings** > **Communications** > **Email Templates** section. 2\. Click on the **Estimate, Invoice,** or **Work Order** tiles to create your default email template. * You can also create a new email template by clicking the +**New Template** button and adding a **Title** to your template.

Screenshot showing the Email Templates section with Estimate, Invoice, and Work Order tiles and New Template button

3\. Create your subject line. Click the ![Placeholder icon](https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2Fgit-blob-1237f41c7c5d3328e9bb735a0fc4e6ea61f83af6%2FScreenshot%202026-08-20%20at%204.14.07%E2%80%AFPM.png?alt=media) icon to add a placeholder.

Screenshot showing the subject line field with the Tag icon for adding personalization placeholders

* **Placeholders** are dynamic and auto-populate information from the estimate, such as the customer's first name or your company name. When you send the estimate, PaintScout fills in the correct values automatically. 4\. Create the body of your email. A link to the estimate will automatically be included in the email.

Screenshot showing the email body editor where you compose the template message content

{% hint style="info" %} Ensure that the **Enabled** checkbox is selected, and remember to save your changes. {% endhint %} 5\. To use your email template, select it from the **Template** drop-down when sending an estimate.

Screenshot showing the Template dropdown when sending an estimate to select a saved email template

## Related articles


Automatic Emails	Customize automatic email templates that send when estimates are accepted, declined, payments received, or events are booked or cancelled.	Automatic Emails
Auto Follow-Ups	Set up automated follow-up messages via email or text based on estimate status triggers to improve quote acceptance rates.	Auto Follow-Ups

--- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://help.paintscout.com/support/email-and-communication/email-settings/how-to-create-an-email-template.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.